| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
CEO, CIO, Wealth Advisor |
Perleo Capital Management |
Washington DC Metro Area |
Jun 2020–Present |
1 yr |
| 2 |
Vice President, Senior Financial Advisor |
United Brokerage Services |
McLean, Virginia, United States |
2018–Jun 2020 |
2 yrs |
| 3 |
Vice President - Senior Financial Advisor |
Capital One |
Washington D.C. Metro Area |
2015–2018 |
3 yrs |
| 4 |
VP - Regional Private Banker |
Wells Fargo |
Bethesda, MD |
2013–2014 |
1 yr |
| 5 |
Premier Relationship Manager |
HSBC |
Bethesda, MD |
2012–2013 |
1 yr |
| 6 |
Financial Advisor/ Registered Investment Advisor |
First Command Financial |
Bethesda, MD |
2008–2012 |
4 yrs |
| 7 |
Insurance Agent |
Independant |
Rockville, MD |
2005–2008 |
3 yrs |